Medical Settings

How to Add a New Symptom

When creating a client's Medical Profile, a Customer Service Representative–or CSR–identifies any symptoms the client experiences that may be treated by cannabis products. Follow the steps below to customize the menu of symptoms. 1. In the Medical Settings module, open the Symptoms tab. mceclip0.png 2. Click New to open the Create Symptom modal. mceclip1.png 3. Enter a unique name for the new symptom in the field provided. mceclip2.png 4. Click Create to add the new symptom. mceclip3.png Open the Ailments tab to Add a New Ailment.

Last updated on Feb 03, 2026

How to Add a New Ailment

When creating a client's Medical Profile, a Customer Service Representative–or CSR–identifies any ailments a client experiences that may be treated with cannabis products. Follow the steps below to customize the list of ailments available for selection. 1. In the Medical Settings module, open the Ailments tab. mceclip0.png 2. Click New to open the Create Ailment modal. mceclip1.png 3. Enter a unique name for the new ailment in the field provided. mceclip2.png 4. Click Create to add the new ailment to the list of ailments. mceclip3.png Open the Symptoms tab to Add a New Symptom.

Last updated on Feb 03, 2026

Ailments Tab

The Ailments tab displays all ailments saved to the licence holder's system. When creating a client's Medical Profile, a Customer Service Representative–or CSR–selects all ailments the client experiences that may be treated with cannabis products. CSRs also select ailments on each product's Symptoms & Ailments tab to indicate any ailments the product may abate. mceclip0.png Click New to Add a New Ailment. For information on the other Medical Settings module tabs, visit the articles on Physicians and Symptoms. For more options to customize the user experience, visit the Settings module.

Last updated on Feb 03, 2026

How to Archive a Physician

Archiving a physician prevents Customer Service Representatives–or CSRs–from associating the physician to any new prescriptions, without affecting existing prescriptions. If a physician is archived in error, click Restore Archived to restore the physician to the Active status. Required permission(s): physician_read, physician_archive 1. In the Medical Settings module, open the Physicians tab. It should be open by default. mceclip0.png 2. Select a physician to open the Physician's Profile. mceclip1.png 3. Scroll to the bottom of the page, and click Archive. This opens the Archive Physician confirmation modal. mceclip2.png 4. Click OK to archive the physician. Through the Medical Settings module, a CSR can also Add, Update,or Disable a physician.

Last updated on Feb 03, 2026

Symptoms Tab

The Symptoms tab displays all symptoms saved to the licence holder's system. When creating a client's Medical Profile, a Customer Service Representative–or CSR–selects all symptoms the client experiences that may be treated with cannabis products. CSRs also select symptoms on each product's Symptoms & Ailments tab to indicate any symptoms the product may abate. mceclip0.png Click New to Add a New Symptom. For information on the other Medical Settings module tabs, visit the articles on Physicians and Ailments. For more user options, visit the Settings module.

Last updated on Feb 03, 2026

How to Disable a Physician

If a physician's licence to prescribe cannabis has been revoked, a Customer Service Representative–or CSR–must disable the physician to ensure that all prescriptions associated with the physician are also disabled. Please note that disabling a physician is irreversible. A CSR cannot restore a disabled physician to Active status. Required permission(s): physician_read, physician_update 1. In the Medical Settings module, open the Physicians tab. It should be open by default. mceclip0.png 2. Select a physician to open the Physician's Profile. mceclip1.png 3. Scroll to the bottom of the page, and click Disable. This opens a Disable Physician confirmation modal. mceclip2.png 4. Click OK to disable the physician and all associated prescriptions. The Medical Settings module also allows you to Add, Update,or Archive a physician.

Last updated on Feb 03, 2026

How to Update a Physician

A Customer Service Representative–or CSR–can update a physician's information at any time by visiting the Physician's Profile. Required permission(s): physician_read, physician_update 1. In the Medical Settings module, open the Physicians tab. It should open by default. mceclip0.png 2. Select a physician to open the Physician's Profile. mceclip1.png 3. Make any necessary changes to the fields in the Personal Information or Business Information sections. - Note*: If updating the physician's address in the Business Information section, click Validate Address to ensure the address exists.* 4. Click Save to update the physician's information. mceclip2.png The Medical Settings module also allows a CSR to Add, Archive, or Disable a physician.

Last updated on Feb 03, 2026

Physician Profile

The Physician Profile stores and displays information about a physician. The profile organizes essential information into two distinct sections: Personal Information, which stores the physician's personal details, and Business Information, which stores information about the prescribing physician's clinic. A Customer Service Representative–or CSR–can Update the Physician's Information at any time. mceclip0.png When Adding a New Physician, a CSR must verify that the physician is legally allowed to prescribe cannabis in Canada. Follow the link in the Verification section to the Provincial College of Physicians website, and ensure the physician is listed there. mceclip1.png Click Archive to Archive the Physician. Once the physician is archived, CSRs can no longer select the physician when adding new prescriptions. However, a CSR can click Restore Archived to restore the physician. Click Disable to Disable the Physician. A CSR should disable the physician if, for any reason, they are no longer legally allowed to prescribe cannabis. If a physician is disabled, all prescriptions associated with the physician will also be disabled, and CSRs will be unable to select the physician when adding a new prescription. A CSR cannot restore a disabled physician to Active status. For information on the other Medical Settings module tabs, visit the articles on Symptoms and Ailments.

Last updated on Feb 03, 2026

Medical Settings Module – Physicians Tab

Through the Medical Settings module, Customer Service Representatives–or CSRs–can customize the medical options available when creating Product and Client Profiles. The Medical Settings module splits into three tabs: Physicians, Symptoms, and Ailments. When you open the Medical Settings module, the Physicians tab opens by default. Physicians When Adding a New Prescription, a CSR must select the prescribing physician. The Physicians tab hosts high-level information about each physician, including the physician's name, business name, phone number, province, and status. If a physician is disabled–meaning they are no longer verified to prescribe cannabis–their name will appear in red on the Physicians table. mceclip0.png Click New to Add a New Physician.Select a physician to open the Physician's Profile.

Last updated on Feb 03, 2026

How to Add a New Physician

Rather than entering physician information for every prescription, Customer Service Representatives–or CSRs–can save information on prescribing physicians in the Medical Settings module for quick reference. Follow the process below to add a physician. Required permission(s): physician_read, physician_create 1. In the Medical Settings module, open the Physicians tab. It should open by default. mceclip0.png 2. Click New to open a blank Physician Profile. mceclip1.png 3. Fill out the required fields in the Personal Information and Business Information sections. - Required fields are marked with an asterisk****.* mceclip2.png 4. Click Validate Address to ensure that the physician's business address exists. 5. Verify the physician. 1. Follow the provided link to the Provincial College of Physicians website, and make sure the physician is listed there. 2. Enter the date and time of the verification in the field provided. 3. Click the checkbox indicating that the physician is legally allowed to prescribe dried cannabis. mceclip3.png 6. Click Save to add the physician to the list on the Physicians tab. The Medical Settings module also allows CSRs to Update, Archive, or Disable a physician.

Last updated on Feb 03, 2026

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How to Add a New Symptom

How to Add a New Ailment

Ailments Tab

How to Archive a Physician

Symptoms Tab

How to Disable a Physician

How to Update a Physician

Physician Profile

Medical Settings Module – Physicians Tab

How to Add a New Physician